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FIF

FIRST TRUST ENERGY INFRASTRUCTURE FUND

Delisted

FIF was delisted on the 3rd of May, 2024.

38 hedge funds and large institutions have $79.1M invested in FIRST TRUST ENERGY INFRASTRUCTURE FUND in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

2% less capital invested

Capital invested by funds: $81M → $79.1M (-$1.98M)

14% less funds holding

Funds holding: 4438 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
21
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$11.9M +$3.89M +170,405 +49%
GC
2
Guggenheim Capital
Illinois
$11.2M +$1.77M +77,455 +19%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.21M +$1.81M +79,440 +24%
Morgan Stanley
4
Morgan Stanley
New York
$8.59M +$20.5K +901 +0.2%
Wells Fargo
5
Wells Fargo
California
$7.42M +$290K +12,704 +4%
LPL Financial
6
LPL Financial
California
$5.17M +$7.48K +328 +0.1%
Bank of America
7
Bank of America
North Carolina
$3.26M +$99.5K +4,363 +3%
KIM
8
Karpus Investment Management
New York
$2.95M +$842K +36,901 +40%
Invesco
9
Invesco
Georgia
$2.94M +$986K +43,230 +50%
Stifel Financial
10
Stifel Financial
Missouri
$2.3M +$128K +5,612 +6%
EM
11
EnTrustPermal Management
New York
$2.24M -$249K -10,900 -10%
BTS
12
BB&T Securities
Virginia
$2.23M -$56.1K -2,458 -20%
CA
13
Cornerstone Advisors
North Carolina
$1.77M -$2.17M -95,295 -55%
UBS Group
14
UBS Group
Switzerland
$1.42M -$131K -5,748 -8%
SCM
15
Sterneck Capital Management
Missouri
$937K -$64K -2,806 -6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$659K +$131K +5,762 +25%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$594K +$196K +8,585 +49%
AI
18
Atria Investments
North Carolina
$540K +$30.9K +1,353 +6%
CCM
19
Coe Capital Management
Illinois
$434K +$230K +10,100 +113%
UR
20
USCA RIA
Texas
$411K +$57.4K +2,515 +16%
LA
21
LVW Advisors
New York
$353K -$7.62K -334 -2%
Deutsche Bank
22
Deutsche Bank
Germany
$320K +$211K +9,235 +190%
SI
23
SII Investments
Wisconsin
$314K
RJFSA
24
Raymond James Financial Services Advisors
Florida
$303K +$303K +13,277 New
RJA
25
Raymond James & Associates
Florida
$302K -$16K -700 -5%

FIF Hedge Fund Activity: Q1 2015 in Review

38 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) for Q1 2015, worth a combined $79.1M — down 2.4% from $81M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FIF and 3 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 21 added.

The largest buyer was Advisors Asset Management, adding an estimated $3.89M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $3.6M sold.

  • 38 institutional investors held FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) as of Q1 2015, down from 44 in Q4 2014.
  • Funds reported $79.1M of FIRST TRUST ENERGY INFRASTRUCTURE FUND stock for Q1 2015, down 2.4% quarter-over-quarter.
  • 3 funds opened new FIRST TRUST ENERGY INFRASTRUCTURE FUND positions in Q1 2015 and 9 closed out, a net change of -6 holders.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND buyer in Q1 2015 was Advisors Asset Management, an estimated $3.89M added.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND seller in Q1 2015 was Weiss Asset Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2015.